From the Transactions page it's possibile to perform the following actions:
Delete one or more transactions
Link two trasactions as a Transfer
Link two transactions as a Defi Swap
Edit the category for one or more transactions
Deleting transactions
This action is only permitted for transactions imported via CSV files or manually entered by the user. It is not possible to delete transactions imported through automatic connections (APIs or public addresses).
Select the transactions to delete by checking the corresponding box.
Press the Delete Transactions button.
In the new modal window, check the box to confirm that you want to proceed, then press the OK, Delete button.
If you attempt to delete a transaction imported automatically, the software will disable the button, making it unclickable.
Here is the complete guide to deleting a transaction:
Link a Transfer
This action is only permitted when attempting to link a deposit and a withdrawal that meet the following criteria: same currency, same amount, same date, and a very close time.
Select the transactions to match by checking the corresponding box.
Press the Transfer button.
Confirm your choice by pressing the Connect and Proceed button.
If you attempt to link two transactions that do not meet the criteria to be considered a transfer, the software will disable the button, making it unclickable.
Here is the complete guide to managing transfers:
Link a Defi Swap
This action is only permitted between a deposit transaction and a withdrawal transaction of two different currencies.
Select the transactions to match by checking the corresponding box.
Press the Defi Swaps button.
Confirm your choice by pressing the Connect and Proceed button.
Here is the complete guide to managing Defi Swaps:
Modify transactions category
This action can be performed on all transactions and can be applied to multiple transactions in bulk.
Select the transactions by checking the corresponding box, or check the box in the header to select all transactions on the page.
Press the Modify Category button.
Select the category from the dropdown menu.
Confirm the operation by pressing the OK Save button.
Here is the complete guide to editing a transaction: